Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Blackrock Lifepath Index 2065 Fund K in their Schedule of Assets, totaling $8.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILEY & WILSON, INC. WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | LYNCHBURG VA | 186 | $94.4M | $2.6M |
| 2 | HEALTHSTAR PHYSICIANS PC HEALTHSTAR PHYSICIANS PC 401(K) RETIREMENT PLAN | MORRISTOWN TN | 519 | $53.8M | $2.2M |
| 3 | THE MOTLEY FOOL HOLDINGS, INC. |
ALEXANDRIA VA |
| 405 |
| $174.0M |
| $2.0M |
| 4 | RSA SECURITY LLC RSA SECURITY 401(K) PLAN | BURLINGTON MA | 507 | $174.7M | $889K |
| 5 | STEEL KING INDUSTRIES, INC. STEEL KING INDUSTRIES INC. EMPLOYEES SAVINGS PLAN | STEVENS POINT WI | 465 | $32.3M | $736K |
| 6 | VERLAND VERLAND AND AFFILIATES 403(B) RETIREMENT PLAN | SEWICKLEY PA | 657 | $18.0M | $207K |
| 7 | GRACE HILL, LLC GRACE HILL 401(K) PLAN | IRVING TX | 192 | $12.6M | $134K |
| 8 | O'HARE AIRPORT TRANSIT SYSTEMS, INC. O'HARE AIRPORT TRANSIT SYSTEMS, INC. SAVINGS PLAN & TRUST | CHICAGO IL | 118 | $14.1M | $20K |
| 9 | TENNESSEE WESLEYAN UNIVERSITY TENNESSEE WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ATHENS TN | 152 | $14.8M | $15K |
